After a session where the dow and s p 500 have their worst single day point drop in history, what stocks make sense to buy in this new stay at homer ra that has been hammering the major averages, the dow plunging 1,191 point, the biggest point drop on record, the s p plummeting 4. 42 , and nasdaq nosediving 4. 61 . This is panic, okay this is what panic looks like. Particularly the last 45 minutes. We dont advocate panic because its not a strategy. You can have all the obvious defensive names. You can talk about the staples i can do that any day of the week, the stuff you need to stock up on when the outbreak sweeps through the country you buy stuff like this. The stock market seemed to be signaling in todays lows the last 45 minutes. I think the lows could be revisited. What the hell, the virus is a threeweek incubation period so well probably see more and more people getting sick people of course never went to china, which is always scary now, right we got the first one in Northern California yesterday probably touched dozens of people while he was asymptomatic, but still contagious when there is one, there is usually plenty more. And we know the drawbridges to our country are now down the coronavirus is indeed everywhere you might be able to block travelers from one or two countries, but this is going to keep spreading and thats why we have to be prepared for more selling tomorrow and the weekend, probably more selling on monday. There is unlikely to be any good news between now and monday. The cdc is now saying its not if, but when there is a lot of i would say discord at the top levels of government what to say and what not to say. The cdc told us to expect disruption in our lives, major disruption thats what im going on for me, this feels a lot like when i was little boy before we had vaccines for boy, im dating myself, for chicken pox and measles. Hey, you knew you were going to get them you knew people died from them kids died. Still do it was frightening but there was nothing anyone could do you just didnt want to be one of the kids who died then we got a vaccine. And now the only ones in danger, the ones in danger are the kids whose parents dont believe in vaccine. I have no edge im more of a little value added googler nbc watcher. I like that cdc. Gov site but i do know stocks and i know panic. I know the companies that come on air i know which ones to like. I know which ones arent worth liking more important, i know what oversold, and we are doubledigit oversold. When the s p oscillator follows, its been wrong only once in 30 years, to start buying more than 30 years that was during financial crisis. Do you know we had 88 decliners today . 91. 6 declining volume do you know that means the late great mark haines told me thats what a bottom looks like today im going to go with my beloved late friend, smart fellow so you know what i did coming out here and telling everything is bad and every man, woman for himself. Im putting together a list of ten stocks i havent done this yet. Ten stocks i think will work while we wait for a cure or vaccine or simply for the outbreak to run its course, which it will. This portfolio is different from what you heard all day about what you should own when growth slows thanks to the virus. Its also different from the staples even though the estimates are a vital part of your portfolio this is not eye wash this list is about the other group that can work in the slowdown and no one talks about it. Its tech. If you can find its not faang. If you can find stocks with solid longterm secular growth themes that have significantly high growth regardless of the economy that have little china exposure and most importantly that work in a largely stayathomework environment, then these names will be worth buying, tomorrow im including a couple of stocks that ive been recommending for the past few weeks even though theyve run a lot, because i want you to be ready to back up the truck if they pull back, and they probably will no stock that im recommending has never been on mad money. Theyve all been on. Several have been on many times. So i feel like its not just book learning. First, adobe ive always admired the products and this company has empower in order students and Small Businesses to develop their own ecommerce platforms than maybe anyone else. But its also a major enterprise component i dont like right now. In my view, adobe south bay the best of the cloud kings and bumped the price from 410 to 450 in the teeth of an obvious selloff can it go down of course it can do i like it lower yes. Second, etsy i was looking for stocks while people can use the product while were working from home, because thats all were going to be doing, according to the smart people and thats what etsy is. They reported a remarkable quarter last night its the ultimate remotestock. We like remote now third, while its gotten too high after big rallies the last couple of days, you know ive be liked moderna. The greatest epidemiologist in the world was shocked by how fast they developed a potential vaccine for covid19 weve had them on the show a bunch of times it allows them to hijack your cells by taking over your rna which takes the blueprints from your dna and makes them a reality. Moderna uses Amazon Services to food on out which services work. Regeneron is another great vaccine company. Theyre the ones that beat ebola. Fourth, nvidia used for gaming, data center, machine learning, Artificial Intelligence all things that will keep working regardless of the epidemic, and if you get sick or i get sick and gaming is the ultimate stay at home entertainment. I dont want to risk owning individual game publishers so nvidia is better. Fifth is ring central. Some owners stay ring central, how can i help you because its a cloudbased Communications Software play businesses bring in ring central so their employees can stay in touch with customers where ever they are and whenever are they are and whenever they want to be reached. Isnt that what this is about . This is a stay at home company no wonder it rallied today im blown away by this business. Vlad is going to impale the shorts couldnt resist. Sixth, shopify another Small Business empowerment story. So many people work and sell their businesses from home you have to say home now theyre the ultimate ecommerce facilitator. Right now youre getting a brutal pullback in the stock i think you can start buying it right here lie i can that theyre canadian. Seventh is square, another Small Business enabler just reported a remarkable quarter growing like a weed. They have remarkable Payments Processing business with a Money Lending kick theyre is tied right to the register, and lisa ellis believes it can be a takeover candidate how can you not like a company with great fundamentals . We had them on three weeks ago i immediately told you, you got to buy this one. It was at 104. Now its on 135. Pullback on sun . You dont have to. You can pounce its fine with me. Teledoc is a winner. Ninth is a company for at home watching it is an Online Advertising technology play. You go to when you want to reach the younger demographic. And where everybody watches streaming and its where the candidates are putting their money. Finally, tenth the one i backed, im sick of talking about it i backed it so many times. Zoom zoom video you notice partners with everyone they have some partners with zoom im partners with zoom thats because theyre great as cramer total fave ceo told us, their phone is ringing off the hook there were major customers trying to get ahold of him while i was on the show. The number one to buy if zoom video on any pullback. It is the ultimate stayat home, at home, at home, at home, at home, at home, at home and at home. It matters remember, highest gross stocks bounce first with good Balance Sheets like all of these are what you buy as theyre all long dated assets to become a lot more attractive. By the way, i dont care about the fed. Im sick of hearing about the fed. This is a biological problem its a biological crisis this is not a financial crisis you want me to talk about the fed . I just did bottom line, these ten tech stocks, they dont need china, the fed, enterprise spending, and they dont need us to stop the coronavirus. They need you to be at home where youre supposed to be. Some of them should do better as this outbreak gets worse thats why i like them i like them just the way they are. Sorry to not be panicking. I dont like it when everyone else pan knicks. Lets go to john in new hampshire, please. John hey, jim, im just cafollowi up from my question on monday. Reflects the possibility of closing . I dont know, 112, buy some my Charitable Trust sold some. 138, 140, you got to buy that back bob iger is probably saying what the heck oh, no he is probably panicking. Disney is fine go to david in florida, please, david . Hey, jim. First time caller how. You doing today . Im having a superty duperty day. How you . Im fine. I want to know about next era energy theyre very well run utility which is going do quite well here and im glad you asked me about it i think its just ive studied them and fortunately ive had the people from elliott tude e tutor me on that next year is a real good stock dont forget dominion and con ed is great highest growth bounces back. These are the names of the stocks that could work while we wait for the coronavirus to run its course this is my athome shopping list, okay mad money tonight, stocks are on track for the worst week since the financial crisis im trembling and im scared but ive spotted one bright spot dont miss my sitdown with etsy after it grooved higher today. And even after this market has been clubbed the past week, there are some sectors where things can get worse i will reveal the one space i am worry about. And im sitting down with work day fresh off the report. And mark haines, the late great mark haines said when you get the declining volume we had today, you had no choice, you had to buy stay with cramer dont miss a second of mad money. Follow jimcramer on twitter have a question . Tweet cramer, madtweets send jim an email at madmoney cnbc. Com. Or give us a call at 1800743cnbc miss something head to madmoney. Cnbc. Com. When you look at the Critical Issues facing our world, what do you see . We see a billion more people breathing free. We see access to fresh food being the global norm, not the exception. We see homes staying cooler, without the planet getting warmer. At emerson, when issues become inspiration, focusing core strengths to create a better world isnt just a result, its a responsibility. Emerson. Consider it solved. Doprevagen is the number oneild mempharmacistrecommendeding . Memory support brand. You can find it in the vitamin aisle in stores everywhere. Prevagen. Healthier brain. Better life. You got to accenttchuate the positive eliminate the negative slow it down a little and latch on to the affirmative its okay but dont mess with mister inbetween stay two nights and get a free night for your next stay. One night, two nights, free night. Book now at bestwestern. Com. Remember, people are panicking. We buy panic, not sell it. In the midst of yet another sea of red, there were a few flashes of green, stocks that managed to work their way higher, despite the gravitational pull of this tape can you imagine what it takes to have a stock go up on a day like today . Most impressive by far etsy. Surging 15 thanks to a phenomenal quarter etsy is one of the rare Growth Stocks down substantially from the highs before the whole viral meltdown got started its a longtime cramer fave that made people a lot of money. Last year itgot slammed in par because growth went out of style and etsy was slowing to the law of large numbers last night they reported results that felt much more reminiscent. Looking for 16 cents, higher than expected sales up 35 robust growth merchandise volume of 32 these are incredible numbers, people even better, managements fullyear forecast is extremely bullish. It maintain its momentum, lets take a closer look at the ceo of etsy mr. Silverman of brooklyn, welcome back to mad money. Good see you i bet you they do a good quarter, because this may be the most we like remote plays in this era of corona you the most remote business of all. We do a lot of people are worried about their supply chain we have factory workers all coming to the same place we have goods shipped from place to place which makes people nervous in this environment. But etsy workers are already working from home. So we feel very resilient. It looks like youre doing some ad campaigns. You yourself are critical. But some ad campaigns that are so great for people who sell on etsy yeah, were really excited about tv the opportunity for tv is huge, and weve been investing for some time in channels like google, which have been work well but were really excited about tv, because it gives us the opportunity to tell the story of etsy and in the fourth quarter, we were really excited about the results. So youll see us do more and more tv in 2020. Its pretty selffulfilling, right . Its a virtuous circle when you advertise, in terms of bringing out people who really want, have creativity within them it really is. So many people have shopped on etsy and had a really great experience they just dont know when to think of etsy. So the tv campaign realsly designed for that shoulder tap to show you all this great merchandise and all these great opportunities when you could be and should be shopping how many people do you think are coming back from the site before you is a little clutsy. Now its wellorganized. Particularly around the big seasonal events where were sick and tired of going the mall and buying things that everyone knows. The ability to shop from an actual human and interact and get that handwritten note is a huge part of whats driving etsy we stand for something different. In a world where everything is becoming more and more commoditized, itsy is where you go for Something Special and something different. We think that means more today than it ever has how many of your customers are Small Businesses like my wife who couldnt figure out how to make her restaurant look different than everybody else. I got to go on etsy to find things. Its a great question we have over 40 million buyer just in the past 12 months on etsy, and they run the gamut everything from College Students to grandparents to Small Businesses well, i also want to talk about it was a year ago. You did something youre a trail blazer, but you did something about ecological impact i know you yourself was concerned about packaging. You want to do what is right for everybody so it has packaging, but you wanted to mitigate it. I think its an acceptable if not excellent thing to do. I want you tao tell people well we at etsy have been concerned about the Environmental Impact of our business for a very long time. So weve worked how do we make power in our office happen with Renewable Energy happen and how do we make powering the servers happen with Renewable Energy but when we looked at our Carbon Footprint as a business, the biggest part was shipping. We dont control shipping. Its not within our supply chain, but still we are accountable, and what can we do . We decided to you have set all of the carbon that happens from etsy shipping, which means weve protected large forrests were doing things to subsidize wind and solar to take the carbon out of the atmosphere, that shipping so, that we net to zero and you know what . As weve talked about that with our customers, the sales on etsy have gone up the Conversion Rate on etsy goes up because sellers like the fact that were sustainable so that actually pays for itself okay, you used the word that im im glad i think everyone is going to use just like youre a trail blazer. You said we have to be accountable. We want to be carbon neutral. And so weve published how much carbon we actually put into the atmosphere, but importantly, we hired a third party, pwc, to come and audit us. And they audit, and then they report and so weve also now bought Carbon Offsets which also get audited to make sure they do what theyre supposed to do, and we are actually removing the carbon so the point about signing up to hard target, publishing them to the world and then letting the world hold us accountable we think is very important. And then in terms of another thing that you do right that i always like to bring up, think who is getting who is getting the big money. A disproportionate number of women who are successful through etsy absolutely. 87 of sellers on etsy are women. And we think etsy is the easiest past to entrepreneurship for anyone with 20 cents and creative energy, you can create a shot on etsy and you can run it from your living room and sell to the entire world one of my favorite ceos is adobe. He says he always likes what he does because everybody has a little creativity in him how many people do you think would be able to have their creativity, produce actual results if it werent for etsy about 90 of our sellers say we were the first place they went and sold. So we are the onramp. Before was ate hobby . What was it . Its just hard. If youre going to open a brick and mortar store, youve got pay for rent youve got pay for merchandise its difficult with etsy, all you have to do is make a few articles of your product, spend 20 cents a listing, put it up on etsy and allow the sale from that to fund the next to fund the next. You mentioned the letters i know youre back and forth with the actual manufacturer thats a new thing, like it probably was 100 years ago. Our mission is keeping commerce human and in a world where people feel more and more distant from manufacturing, the idea that you buy from the person who actually makes it and you form a relationship with that person, which by the way has real value because she can customize the product for you. Absolutely. I love that can you do it short sleeve instead of long sleeve or silver instead of gold or my initials on it. Or people who arent as thin as others. Whatever works for you. Almost everything on etsy, over 63 million things onnettety, almost every single one can be customized for you. Thats what i love etsy love what you do thats Josh Silverman with etsy after a blockbuster quarter, and we know why. Accountable to the earth mad money is back after the break. Even if this market has been shelved five days straight, there are still situations where things could get appreciably worse. These stocks are very different from the stocks i mentioned at the top of the show, those high Growth Stocks with tremendous opportunity longterm. So what are we talking you know what well do well talk loss mitigation thats what well do there are two kinds of companies in the blast zone, the ones that are at risk, and the ones that are really at risk some companies could see their earnings get hammered and stay hammered others will see them hammer once or twice or maybe three times, but then their stocks will finally bottom until then, i think its dangerous to try to call bottom in the entire averages you might get some bottoms individual stocks, the ones i ta talked about ive got defensive ones well talk about all next week were not there yet. If youre investing in the S P Index Fund and you have cash on the sidelines, you do have my blessings to start picking at something here, just a little. Yes, were finally that oversold that i bless buying here if it bounced you can take some profits. But buy in stages on the way down this is a strategy that has worked for me through many different selloffs, corrections, crashes and this one, well, its not that different either because of a financial crisis or a biological crisis, this has worked. And i dont think people realize, but sars really sent the market down. Transports went down 21 my Charitable Trust, we put money to work today, but we still havent put the money that we sold on monday and tuesday, we still kept some back. Why . Because we think tomorrow could be ugly too. But we have to pick. That tuesday temporary bounce really set people back crucially, though you dont want to pick at anything thats in the heart of the blast zone. Were going to pick the best of the best and tell you why its the worst of the worst Southwest Airlines this is arguably the best operator in the industry with excellent management from gary kelley and long history of profitability for an airline in an industry has needed federal bailouts once or twice a generation, southwest has made money. The Airline Stocks are toxic ever since the coindividual nightmare began, i warned you that its coming for us. That our markets werent set up for this kind of dislocation ive probably been the biggest bear on tv when it comes to this virus, which is why i keep telling you to sell all things travel and leisure look, it was not hysteria. I had this debate at home. It was not hysteria. But now that everyone is panicked and frightening, now it is time to be jimmy chill. Were in a new work at home economy. All those pics at the stock are work at home i think well stay there for the duration the airlines had me worried, especially worried because people dont want to travel during a pandemic. On top of that, southwest in particular was already being hurt by the 737 max groundings and it doesnt help that oil spending has plummeted just a terrible time to own this stock. So when Warren Buffett came on our air monday morning and he told becky quick that he doesnt want to buy the rest of southwest i readvocated that stock was a sale now with the coronavirus worsening, a new one in Northern California, and buffet is not buying, you have to conclude that the estimates are too high, despite jet fuel much weaker they have pulled back to 46 and change from monday but its still up substantially from where it was trading before President Trump passed that huge tax break. Why should southwest be at 46 instead of, say, 42 where it was trading when trump got elected i dont know i cant give you a good reason it doesnt have dividend support. It will need all the cash you can get its hands on its been very good about repurchasing its shares. So what holds southwest up here . Its a Great Company i think its only trading at these levels because people believe it will somehow stop the disease with a vaccine or treatment and the stock wont go lower. I dont know that means the stock can keep falling to me until somebody comes up with a cure sure, it can get oversold. I believe the market can bounce here it can bounce when being gets permission to fly the max again soon which i hope is coming. Otherwise, i cant think of a reason to own southwest air right now. There is too much risk again, im picking on southwest because its the best of the best you dont want to own any airlines here, just the way i feel about all parts of travel so now go back to buffett. He told you not to sweat the small stuff. You bought southwest that day, youre down. Longterm not much shortterm youre furious at yourself unless youre a billionaire and im not a billionaire. Youre not a billionaire if you didnt buy it then and bought it today, well, you got the edge over the guy who watched buffet on monday several thousand points ago. But this is the crucial button where you have the edge over the guy who buys it next week or the week after i doubt it so should you sell some . Look, southwest is the kind of stock thats really at risk, which means yes. I would sell some, because i want to be the guy who buys in a few weeks from now at a much lower level. Not today. Even with oil breaking down here, not today. How about remus in ohio, please, remus . Reporter hey, thanks for taking my call, jim. Booyah. I dont normally buy stock in companies that have ipoed in the last 12 months, however, i do see a lot of similarities between uber and company likes tesla and facebook over the next three to five years, do you think uber is a good purchase based on the market selloff and the change in Competitive Landscape yes, yes i do stocks come down big its not going to go away. The market hates uber right now. Its obviously lose another 10 of its value like that but i do think uber and the longterm, that makes sense for me all right, look. There is atrisk and then there is really at risk. I dont want you to buy airlines or travel stocks, not yet. There is better stuff. Much more mad money ahead. The dow is down over 2,500 points this week in a sea of red. Are you missing some key earnings stories that make sense to me that had no fear im talking workday fresh off their report and plenty of Software Companies that can hold up in the event of a coronainduced slowdown. And tradedesk. We speak with the ceo. And all your calls rapidfire in a very sobering edition of the lightning round. So stay with cramer. Through the at t network, edgetoedge intelligence gives you the power to see every corner of your growing business. From using feedback to innovate. To introducing products faster. To managing website inventory. And network bandwidth. Giving you a nice big edge over your competition. Thats the power of edgetoedge intelligence. Apps except work. Rywhere. Why is that . Is it because people love filling out forms . Maybe they like checking with their supervisor to see how much Vacation Time they have. Or sending corporate their expense reports. Ill let you in on a little secret. They dont. By empowering employees to manage their own tasks, paycom frees you to focus on the business of business. To learn more, visit paycom. Com with pizza huts new mozzarella poppers pizza you can switch between 16 fried Mozzarella Bites and a large pizza. Pizza, then app. App, then pizza. Its your world. Were just making pizza in it. Hurry and try it before its gone. No one outpizzas the hut. To give his money to charity, giving pledge when this californian walked away from his billion Dollar Company for good. He drives a chevy volt, flies commercial, and spends his days building grassroots campaigns for social and environmental justice. Why . Tom steyer believes every child deserves the same opportunities as his. A healthy planet. Good schools. Quality healthcare, living wage jobs, and life without fear of discrimination. Tom im tom steyer and i approve this message. I like to buy hysteria, not sell it. I like to buy panic, not sell it we are trying to make sense of things for you here tonight in the face of this incredibly difficult but panicky tape top of the show i recommended a bunch of fastgrowing cloud stocks that rarely ever come in because these are often the first names, though, to bounce back from any hideous market wide shellacking, biological or financial. Have i another one for you it is workday. Its a Software Service company that helps businesses automate lots of back office jobs, especially in Human Resources and Financial Management ive seen it work. It saves money workday is one of our cloud kings. Its been a huge longterm winner but last july they missed numbers and stocks never really recovered. Tried to bounce over the last couple of months, but then the coronavirus hit. The whole market wrecked after a closed a Strong Quarter as expected. Better than expected guidance for the full year. Will it be enough to turn things around or take a longer term view if it keeps going down, you want to buy it. Before he hopped on the earnings call, we had a chance to discuss with the ceo and cofounder of workday and a think a real straight shooter welcome back to mad money. How you, jim . Well, i dont know. Because youre going have to help me, because a lot of people feel that the country and the world have stopped because of a virus that were all waiting in this country to perhaps deal with headon and yet i look at your results and i dont see any cessation of business perhaps this quarter doesnt include that but you have boots on the ground tell me where people are you know, i think people are cautious were a Global Company right now i dont think the risk in the u. S. Is that high, but in asia, pacific and europe, our employees are worried. So we have to take that into account. Were still having conversations with our customers were just being smart about the way we travel and listening to all the governments in terms of recommendations. People need workday because people have companies that need to save money, and operate more efficiently. Whether they are not feeling well or ill or even hospitalized, their institutions need this kind of software as a service. When you go to a welfare to charlie shore, one of the smartest people ive ever met, and he looks at your product and makes a decision, is he thinking i cant bring workday in because there is this thing called the coronavirus . I dont think that factors into it. I really hope this is a blip and everybody can be as healthy as possible well return to normalcy probably by the summer we all would hope but business moves forward and our company is continuing to take care of its custom me, take care of employees and do what we need to do to continue to build a vibrant company with really happy customers. Taking off like southwest, you have gary kelley, i think the foremost dmif the industry but he also has problems with travel because of corona he also has boeing issues because of the 737, and hes got permean issues because of the slowing down in oil. Why does he need new software with all of those distractions well, i think in the case of gary and charlie, theyre two of the best ceos in the industry in america, probably in the world and theyre focused on transforming their Employee Experience in both cases, they want to make sure their employees have access to the best information, best career opportunities, and they have a longterm view and workday is very fortunate to be a part of that when i think about work day, i think about what companies are actually doing, which is figuring out a way to do Human Capital management but also do finance. How many are taking the suite, and how many are you get in one way this time at least this was such a Strong Quarter for you. Whats the preponderance, suite or Human Capital and hope to get finance . Well, this past quarter we had our best quarter ever for financials by far it was our best quarter for the adaptive planning cloud. It was our best quarter for prism analytics. The office of cfo really picked up in the past quarter, and we had a number of accounts that bought finance before hr but if you were to look at our mix, about one of every four customers has bought the full suite, and that number is growing. Im used to oracle saying to me after, and sadly as the late mark hurd who is a competitive guy, workday is not winning nearly as much business as you think when there are the takeovers, to try to figure out what system. Workday is losing. I have not seen you lose a big client maybe there was a big at one point qsr somebody told you may or may not have lost but give me a ratio of what youre winning in the ones that are up for bid anywhere depending on the competitor from two out of three to three out of four and thats been very constant for the past four or five years and is all about creating value for our customers. We have the ability to take our customers live in a quick time frame, and 70 of our customers, especially the large ones are in production no one else has those prove points. Okay. You are a person, and i know you, youre a person of touch, as is your team. You like to get together you like the introduce people to workday outside and inside i know when i see you on the street, there is neil, and neil is a personality and a force but you had a sales kickoff meeting, an internal event you couldnt do in the typical fashion. This is because of coronavirus does that not affect someone like you who is really super charged in getting people motived . You know, we have an ability to deliver the same content Via Technology im a big fan of zoom and web x. These products are great well get our chance in the not too distant future to get everybody together the reality is were a Global Company, and were in an inclusive company. If our european friends and our asiapac friends couldnt make it, well wait until we can bring them all together. And your big event, i have to believe that has always been a way for people to get together, talk what they like about workday, meet your people, give a great feel whats the prospects that could be off oh, i think by the fall, im guessing that be in a much better place im an optimist, but just watching the patterns of past viruses, usually tails off in the summer i think at some point well see a vaccine. And i suspect well be absolutely fine by the fall. Well, good. A life goes on attitude is not such a bad attitude to maintain. Neil bhusri, thank you so much for coming on mad money. This is the cloud king you need the product whether youre feeling well or not he is the cofounder and ceo of work day, which we championed for a very long time mad money is back after the break. Dont just plan to retire. Plan to live. An annuity helps cover your essential monthly expenses, so youre free to live the life you want. Find out how an annuity can give you Lifetime Income at protectedincome. Org and now for their service to the community, can give you Lifetime Income we present limu emu doug with this key to the city. [ applause ] its an honor to tell you that Liberty Mutual customizes your Car Insurance so you only pay for what you need. And now we need to get back to work. [ applause and band playing ] only pay for what you need. Liberty. Liberty. Liberty. Liberty. It is time its time for the lightning round buy, buy, buy sell, sell, sell buy, buy, buy play this sound [ buzzer ] and the lightning round is over are you ready, skeedaddy . Lets go with mark in michigan, mark caller hey, how you doing . Ive been riding the mckesson train for a little while there. Really . Well, the problem with the mckesson train is bernie people feel bernie is in contention i do not share this view i am not worried about it, but it i think they are middlemen and therefore no real value. Lets go to bernard in new jersey bernard . Hey, jim. Its bernard coming at you with the biggest armenian booyah youve ever seen. Love it whats not to love about an armenia booyah . Lets go which one . Ca cardtronics . Its okay. I have no particular edge. Its just okay its neither here nor there. How about that how about john in connecticut, john caller jimmy chill. Yes caller john from bethel, connecticut. Thanks for all you do for us. Oh, youre welcome. Caller and ive been waiting to get in to boeing forever. Im looking at 280 is that a good price i think its a moving target, boeing i do think theyre probably going to get approval for the max in lets say the next two months so you do lets say you wanted to buy 200 shares i would buy 50 tomorrow, and i would wait 25 points and if it lowers, as it goes up. Lets go to chris in california, chris . Caller hey, jim. First time, long time. All right caller i guess im supposed to say booyah. Booyah its well done caller yep listen, just like the coronavirus, 5g is still coming. What are your thoughts on xilinx they were in the wrong part of 5g, actually, and thats why the stock keeps going lower. At this point its a little about a absurd to sell the people who own the stocks are frantically trying to sell them and xilinx is still frantically being sold, even though i recognize there could be some value there. There are so many other great semis going down and that, ladies and gentlemen is the conclusion of the lightning round [ buzzer ] the lightning round is sponsored by Td Ameritrade im opening up the lines to hear from you, cramerica because its an uncertain time i want to hear from you. Mr. Cramer, i just want to tell you are absolutely positively fantastic. Thanks for helping us not panic in times like this the average investor which we all know and love, you indicator to us. We appreciate that for all you teach us i am not going anywhere you shouldnt either we will get through this together cramer has your back. Call 1800743cnbc and lets take on the market together. Were going figure this out well puzzle it over, and well make it so that were all smarter. To give his money to charity, giving pledge when this californian walked away from his billion Dollar Company for good. He drives a chevy volt, flies commercial, and spends his days building grassroots campaigns for social and environmental justice. Why . Tom steyer believes every child deserves the same opportunities as his. A healthy planet. Good schools. Quality healthcare, living wage jobs, and life without fear of discrimination. Tom im tom steyer and i approve this message. As we watch the tape continue to nosedive, remember, there are a lot of Software Companies that can potentially hold up just fine, even do well in the event of a coronavirus induced economic slowdown. But their stocks are getting hammered anyway, which is where opportunity comes in consider the trade desk which helps clients manage datadriven digital advertisement campaigns. We have loved it because the company is also becoming a cordcutting play. If you want to advertise against streaming content, its tradedesk. At the end of last year trading at 267 last thursday surged to 233. Thanks to the market wide selloff, they have given back up the gains tonight they reported, i think this may be the moment of truth. While the company blew away the sales to earnings estimates, they also gave conservative guidance for the next quarter and the full year. Why . Because theyre making aggressive investments to expand into high growth area likes connected tv, datadriven advertising and the rest of the world. A year ago wall street would have loved this kind of quarter because investigators wanted growth at any cost right now theyve got a little more skittish, i think that is so wrong the company must invest for the longterm to win lets check in with jeff green, the chairman and ceo, to find out more about his quarter and his companys prospects. Jeff, welcome back to mad money. Thank you so much im glad to be back. Jeff, i tell you, people just say the world stopped. Nobody is doing business but one thing i see are endless advertisements on my pc. And when i stream for president ial candidates. How do they do their advertising . And i bet they give their money to you. Were having an amazing start to our 2020, and youll note from todays guide, were just feeling really great about our q1. Were feeling really great about the year of course as well and thats largely driven by political advertising. So im really excited. Even though its low Single Digits in terms of our customers, it is an amazing edition to the year for us and really excited to be representing nearly every president ial candidate on both sides of the aisle as well as all sorts of local candidates as well so were excited to be participating in what we think is a very important process and excited for yet the additional tailwind it represents i dont know whether there is advertising candidate privilege, but i see a mayor bloomberg ad no matter where i go doan is that tradedesk . So were definitely representing nearly every president ial candidate so it could be all right fair enough. I appreciate you have to be discreet, but boy, i cant get away from the guy. Let me ask you something what weve been saying, if you want to play cord cut, you know weve been saying this roku is overdone the fact is the companys deal with advertising, theyre Great Company, but they dont know how to do it, and they dont want to be captive to two Different Companies that really are evil empires. Theyre going to tradedesk, correct . Thats exactly right. So, you know, google has nearly 75 market share in search facebook has something delos that in social market share, but this connected tv, its much more fragments and what many advertisers have discovered recently is that the rest of the internet is very big. And that is especially brought on by connected tv because connected tv is so fragmented, there is this huge opportunity for advertisers to come to us so if you want to advertise on google if you want to advertise on facebook, you go to facebook if you want to advertise on the rest of the internet, you come to us. And thats where were providing the most amount of value one of our themes tonight as everyone weve been very bearish. I think when my wife watched, she said jim, youre hysterical about this illness well, now everyone is talking about the illness, so im not as hysterical im trying to find opportunity that the market is down. Does the trade desk have anything whatsoever to do with the coronavirus . Well, so in order to win in our space you, have to be a global player. We have 25 plus offices around the world. As you know, weve talked about it before, that we have offices in china and hong kong so those offices are definitely impacted and of course most businesses around the world have some amount of impact from it but as far as what were seeing on sort of from the global perspective, people are continuing to advertise as aggressively as they ever have and we dont see any major effect to our business at this point. Ill also say anecdotally watching closely how the government responded in china and singapore, as well as here, im really impressed with the way everybody has responded. And i think that signals at least for me that things will be under control perhaps faster than in scares of the past like sars its certainly good to hear someone be optimistic. One last question, jeff. One of the reasons ive been so bullish on tradedex here people work at home. And when you work at home, you have distractions. If you watch, youre going to see more of trade deaths during the day than when youre at work what do you think of that nals. I think thats right. I think the more time people spend at home, the more likely they are to watch television, the more likely they are to cord cut. The less time you spend traveling, the more time youre going to spend consuming media i think that is absolutely a fact i also think if there is any negative impact, even if its small to Consumer Sentiment that that makes it so that advertisers are going to be way more deliberate about where they spend, and thats going to be very good for us so in all scenarios, datadriven advertising i think is in a very good position. Im so glad you came on youre a straight shooter. What a business you have congratulations that is jeff green, founder and chairman and ceo of tradedesk thank you so much for coming on mad money, sir. Thanks, jim its so great to be back thank you. Terrific. Remember what our focus. Highest growth matters, even in a terrible market. Because it wont always be terrible tradedesk. Stick with cramer. , and tie it all together with a worldclass software experience. We ended up creating, as you all know, so much more. Peloton is truly a category of one and were just getting started. Now, lets do this. Together, we are going further than we ever thought possible. You should be mad your neighbor always wants to hang out. And you should be mad your smart fridge is unnecessarily complicated. Make ice. Making ice. But youre not mad because you have e trade which isnt complicated. Their tools make trading quicker and simpler so you can take on the markets with confidence. Dont get mad get e trade and start Trading Commission free today. Dont get mad get e trade and start trading i am totally blind. And non24 can make me show up too early. Or too late. Or make me feel like im not really there. Talk to your doctor, and call 8442342424. Whatever happens out there you have the hilton app. Will the hilton app help us pick the starters . Great question, no. But it can help you pick your room from the floor plan. Can the hilton app help us score . You know, its not that kind of thing, but you can score free wifi. Can it help us win . Hey, hey were all winners with the hilton price match guarantee, alright . Man, you guys are adorable alright, lets go lose this soccer game, come on book with the hilton app. If you find a lower rate, we match it and give you 25 off that stay. Expect better. Expect hilton. Take the personal assessment i love the new myww program, because its tailored to you and get matched with a proven weight loss plan. Find out which customized plan can make losing weight easier for you myww join for free and get three months free i like to always say there is always a bull market somewhere. I promise to find it just for you right here on mad money. Im jim cramer, and i will see you tomorrow good evening, everyone, and welcome. Im Tyler Mathisen this is day 60 of the global coronavirus pandemic it has not only crippled technologies, but taken a bite out of your wealth for stocks this is the worst week since the great financial crisis of 2008 everything is down essentially 10, 11, 12 . Market shocker